Lisa is a principal in BerryDunn's Financial Services Practice Group, and the leader of the firm's Employee Benefit Plan Audit Practice. She oversees audit training events and performs quality assurance reviews of audits, attestation engagements, and more.
Lisa provides audit, accounting, and consulting services to a variety of financial services clients, including banks, broker-dealers, credit unions, insurance agencies, and trust companies. She specializes in internal control over financial reporting, including under US generally accepted accounting principles (GAAP), the Federal Deposit Insurance Corporation Improvement Act of 1991 (FDICIA), and the Sarbanes–Oxley Act of 2002, Section 404 (SOX 404).
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